Tax strategies to help you achieve your goals

Tax planning can be an important strategy to help you achieve your financial goals. Here are some featured tax articles that can make tax planning easy to understand, relevant and actionable.

The Canadian Parliament’s Peace Tower.

2021 federal budget

Learn how this year’s federal budget could affect you. 

2021 federal budget (PDF, 145 KB) Opens in a new window.

Featured advice

The strategic use of trusts (PDF, 820 KB) Opens in a new window.

For many families, trusts can play an integral role in the planning process.

Tax filing in the age of COVID (PDF, 215 KB)  Opens in a new window.

The T1 Personal Income Tax Return has been redesigned, so you’ll need to know where to look within the new form to claim valuable tax deductions and credits. 

In trusts we trust: Tax and estate planning using inter vivos trusts (PDF, 140 KB) Opens in a new window.

While people often think of transferring property upon death, you may also wish to consider transferring property during your lifetime.

Advanced Planning with RDSPs (PDF, 225 KB) Opens in a new window.

A Registered Disability Savings Plan (RDSP) is an effective long-term savings vehicle that can help provide for the financial security of eligible persons with disabilities.

It's 2021: Do you know what your tax rate is? (PDF, 220 KB) Opens in a new window.

This report will help you to understand how your income is taxed and why the “advertised” tax rate isn’t always what you end up paying.

Doing it right the first time! Avoiding the most common tax return errors (PDF, 200 KB) Opens in a new window.

Timely tax return advice to help you avoid common, potentially costly errors when preparing your tax return.

Understanding endowments: The gift that keeps on giving (PDF, 245 KB) Opens in a new window.

This article provides an overview of some options regarding endowments to help you fulfill your charitable goals.

In good company: Earning investment income in your corporation (PDF, 285 KB) Opens in a new window.

Jamie Golombek, Managing Director, Tax and Estate Planning, TDBC Wealth Strategies Group, examines how investment income earned in a private Canadian corporation is taxed.

Retirement planning

It’s time for retirement planning to evolve into life planning. Explore the stages of life and retirement planning

Learn moreabout stages of life and retirement planning

Registered Education Savings Plan (RESP)

It’s never too early to begin investing in your child's post-secondary education.

Learn moreabout RESPs